Your light in the dark

The Wealth Manager that Canada Trusts

Kurt Rosentreter is ready to help with all aspects of your financial affairs: from investing, tax consulting and estate planning to pre-retirement, post-retirement, insurance and cash flow management among other planning needs. 

video series

Retirement Planning Essentials

Kurt is creating new videos teaching Canadians how to save money, and avoid headaches. As an independent Certified Financial Planner, Kurt’s expert advice can save you time and money in your day-to-day life.

Watch Kurt’s newest video, on the essentials everyone needs to know when considering what to prepare for retirement.

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Kurt Rosentreter Certified Financial Planner and Family CFO


Kurt's Financial Planning Process that Maximizes Cash Flow

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